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PortUpside1 - New Portfolio

PerformancePortfolio Details

MoriceHHR

PortUpside1
Individual Investor
Ranked #46,008 out of 764,637 TipRanks' Investors
Success Rate
65%
455 out of 703
profitable transactions
Average Return
30.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.32%
6-Month Return▲ 6.23%
12-Month Return▲ 36.71%
YTD Return▲ 18.90%
Total Return▲ 274.80%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 2058.46%

Bio

Luck & education

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.00%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.05%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.43%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.62%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.34%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.87%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.44%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.12%
▲ 11.46%▲ 5.06%▲ 5.00%
▼ 2.25%▲ 3.53%▼ 0.05%
▲ 25.72%▲ 1.21%▼ 1.43%
▼ 4.21%▲ 2.34%▲ 1.62%
▲ 7.82%▲ 2.10%▲ 3.34%
▲ 6.02%▼ 0.89%▼ 0.87%
▼ 2.13%▲ 0.42%▲ 0.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MRO
Marathon Oil
0%
▲ 21.68%
6
Sell
Sep 30, 2024
JD
JD
0.4%
▼ 17.37%
6
Buy
Sep 30, 2024
GPFOF
Grupo Financiero Inbursa SAB de CV
0%
▼ 8.66%
4
Sell
Sep 30, 2024
WMT
Walmart
0.41%
▲ 1.78%
1
Open
Sep 30, 2024
NVDA
Nvidia
21.59%
▲ 363.51%
53
Buy
Sep 20, 2024
SQ
Block
0.05%
▼ 39.47%
17
Sell
Sep 20, 2024
AMZN
Amazon
4.18%
▲ 45.09%
42
Buy
Sep 20, 2024
HAL
Halliburton
0%
▼ 21.69%
9
Sell
Sep 20, 2024
BAC
Bank of America
0.52%
▲ 9.91%
13
Buy
Sep 20, 2024
CMG
Chipotle
1.45%
▲ 5.87%
10
Buy
Sep 20, 2024
INTC
Intel
0%
▼ 11.08%
7
Sell
Sep 20, 2024
PTON
Peloton Interactive
0%
▲ 10.01%
7
Sell
Sep 20, 2024
WFC
Wells Fargo
0%
▲ 2.09%
5
Sell
Sep 20, 2024
XPEV
XPeng, Inc. ADR
0%
▲ 31.00%
4
Sell
Sep 20, 2024
NU
Nu Holdings
3.34%
▲ 8.95%
5
Buy
Sep 20, 2024
COIN
Coinbase Global
0%
▼ 15.29%
3
Sell
Sep 20, 2024
XIACF
Xiaomi
0.26%
▲ 54.81%
4
Sell
Sep 20, 2024
ABNB
Airbnb
0%
▲ 16.73%
2
Sell
Sep 20, 2024
TTD
Trade Desk
1.11%
▲ 11.18%
2
Buy
Sep 20, 2024
AXP
American Express
1.53%
▲ 3.43%
2
Buy
Sep 20, 2024